Call Center Telephone Banker
Call Center Telephone Banker
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Type: Onsite
Job Summary
- Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products services and solutions to meet those needs
- Responds to customer inquiries and concerns creating customized solutions
- Sells and fulfills banking products including checking and savings accounts credit cards Certificate of Deposits (CDs) Individual Retirement Accounts (IRAs) and loans
- Identifies client needs for licensed sales functions making referrals to Line of Business partners
- Quotes rates terms and programs for banking solutions
- Manages risk in every business product and service transaction leveraging available tools
- Displays passion commitment and drive to deliver an experience that improves our clients financial lives
- Commitment to teamwork and the flexibility to work the schedule including weekends and holidays
- Ability to engage with clients and seek to understand their needs while actively sharing options using plain language building rapport and handling objections
- Comfortable receiving ongoing performance feedback and coaching
- Comfortable with ongoing change and learning new technology/processes
- Minimum of an intermediate level of proficiency with computers
- Self-motivated with excellent organizational skills
- Strong decision-making and problem-solving skills
- Experience in the banking/financial industry
- Experience working in a call center
- Experience in telephone sales
- Attention to Detail
- Client Solutions Advisory
- Customer and Client Focus
- Interpret Relevant Laws Rules and Regulations
- Adaptability
- Client Experience Branding
- Customer Service Management
- Issue Management
- Problem Solving
- Active Listening
- Business Development
- Consulting
- Referral Identification
- Research
Employment Type
Full-time
